Senior Asset Manager I Business Development Client Relationship Ma

Senior Asset Manager I Business Development Client Relationship Manager

Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing

Company: Chrysolite Investment Management Corporation (Chrysolite IMC)

Location: Lake Mary, Florida (Hybrid, Remote & Field Opportunities Available)

Position Type: Full-Time

Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing

Reports To: Director of Sales Executive Leadership & Revenue Growth

Compensation: Competitive Base Salary + Uncapped Commission + Performance Bonuses + Leadership Incentives + Career Advancement Opportunities

Join a Growing Investment Management Firm

Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking a highly motivated and relationship-focused Senior Asset Manager I Business Development Client Relationship Manager to support the continued growth of our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing divisions.

This role is ideal for professionals who excel at building long-term business relationships, identifying investment opportunities, and providing exceptional client service while contributing to strategic business development initiatives.

The successful candidate will work with business owners, accredited investors, entrepreneurs, commercial real estate professionals, and high-net-worth individuals to introduce Chrysolite IMC's investment management and business consulting solutions.

Position Summary

The Senior Asset Manager I serves as both a business development professional and client relationship manager responsible for identifying qualified prospects, nurturing strategic relationships, coordinating investment opportunities, and supporting revenue growth initiatives.

This position combines consultative sales, client relationship management, investment support, and account development while maintaining the highest standards of professionalism, ethics, and service.

Primary Responsibilities

Develop new business opportunities through networking, referrals, prospecting, and strategic outreach.
Build and manage long-term relationships with prospective and existing clients.
Conduct professional client consultations to understand financial and investment objectives.
Present the Company's Private Wealth Management and Commercial Real Estate investment solutions.
Coordinate follow-up communications and maintain regular client engagement.
Maintain accurate CRM records, activity logs, and client documentation.
Assist in identifying Commercial Real Estate investment opportunities and strategic partnerships.
Collaborate with Executive Leadership to achieve regional business development goals.
Prepare client proposals, presentations, and executive reports.
Ensure compliance with Company policies, reporting requirements, and operational procedures.

Business Development Responsibilities

Business-to-Business (B2B) prospecting
Lead generation
Appointment setting
Strategic networking
Referral partner development
Client presentations
Relationship management
Sales pipeline management
Executive follow-up
Market research and territory development

Client Relationship Management Responsibilities

Maintain consistent communication with clients and prospects.
Coordinate client meetings and investment discussions.
Assist clients through each stage of the relationship lifecycle.
Respond professionally to client questions and requests.
Promote long-term client retention through exceptional service.
Document client interactions and next steps within the CRM.

Qualifications

Required

Bachelor's degree or equivalent professional experience preferred.
Minimum of 2 years of experience in one or more of the following:
Business Development
Financial Services
Commercial Real Estate
Banking
Wealth Management
Business-to-Business (B2B) Sales
Client Relationship Management
Excellent verbal and written communication skills.
Strong organizational and time management abilities.
Proficiency with Microsoft Office and CRM software.
Valid driver's license for field-based responsibilities, if applicable.
Preferred

Experience working with high-net-worth individuals.
Knowledge of investment products or commercial real estate.
Experience with consultative sales methodologies.
Professional presentation and networking experience.

Core Competencies

Business Development
Client Relationship Management
Consultative Selling
Communication
Negotiation
Strategic Planning
Organization
Leadership Potential
Problem Solving
Professionalism
Time Management
Customer Service

Performance Expectations

Successful team members are expected to:

Build and maintain a healthy pipeline of qualified opportunities.
Consistently schedule and conduct client meetings.
Maintain accurate and timely CRM documentation.
Meet established activity and performance expectations.
Submit required reports and supporting documentation.
Demonstrate integrity, accountability, and professionalism.
Performance objectives are established by management and may be adjusted based on business needs.

Compensation & Incentives

Chrysolite IMC offers a performance-oriented compensation program that may include:

Competitive base salary
Uncapped commission opportunities
Performance-based bonuses
Appointment-setting incentives
Revenue achievement incentives
Leadership development opportunities
Professional coaching and ongoing training
Career advancement opportunities within the organization
Specific compensation details will be discussed during the interview process and documented in the applicable employment agreement and compensation plan.

Benefits

Eligible employees may receive access to a comprehensive benefits package, which may include:

Medical, dental, and vision insurance
Paid holidays and paid time off
Retirement savings plan (subject to plan eligibility)
Professional development assistance
Mileage reimbursement for approved business travel
Employee recognition and incentive programs
Leadership training and advancement opportunities
Benefits are provided in accordance with Company policy and applicable plan eligibility requirements.

Why Join Chrysolite IMC?

At Chrysolite Investment Management Corporation, we are committed to developing professionals who value integrity, client service, continuous learning, and long-term relationship building.

We offer an environment where motivated professionals can grow their careers, expand their expertise, and contribute to a firm focused on delivering exceptional Private Wealth Management and Commercial Real Estate investment solutions.

Hiring Process

Qualified applicants may be invited to participate in the following selection process:

Resume review
Telephone or virtual interview
Interview with Executive Leadership
Business development or presentation assessment (when applicable)
Reference and background verification, consistent with applicable law
Completion of pre-employment documentation and onboarding requirements

Career Advancement

This position offers opportunities for advancement into leadership roles, including:

Senior Asset Manager II
Regional Sales Manager
Director of Business Development
Director of Sales Executive Leadership & Revenue Growth
Professional development, mentoring, and leadership training are available for employees who consistently demonstrate strong performance and leadership potential.

Apply Today

If you are passionate about business development, client relationship management, investment solutions, and professional growth, we encourage you to apply and become part of the Chrysolite IMC team. Please forward cover letter & resume to: for review and consideration.

Chrysolite Investment Management Corporation is an Equal Opportunity Employer. Employment decisions are made based on qualifications, merit, business needs, and applicable law.